EZM vs SYFI
Comparison between WISDOMTREE U.S. MIDCAP FUND (EZM, ETF) and AB SHORT DURATION HIGH YIELD ETF (SYFI, ETF).
EZM vs SYFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EZM
$897M
Winner
SYFI
$899M
Expense Ratio
Winner
EZM
0.38%
SYFI
0.40%
Max Drawdown
EZM
60.61%
Winner
SYFI
5.84%
Sharpe Ratio
Winner
EZM
1.31
SYFI
0.83
5Y Beta
EZM
0.95
Winner
SYFI
0.20
P/E Ratio
EZM
19.02
SYFI
N/A
Forward P/E
EZM
13.84
SYFI
N/A
5Y Dividends CAGR
EZM
13.63%
SYFI
N/A
5Y EPS CAGR
EZM
15.80%
SYFI
N/A
Debt to Equity
EZM
31.64%
SYFI
N/A
P/S Ratio
EZM
1.39
SYFI
N/A
P/B Ratio
EZM
2.32
SYFI
N/A
EZM vs SYFI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
EZM
+5.74%
SYFI
+0.92%
3M
Winner
EZM
+13.04%
SYFI
+2.38%
6M
Winner
EZM
+10.98%
SYFI
+2.48%
1Y
Winner
EZM
+25.19%
SYFI
+6.73%
5Y(CAGR)
EZM
+8.54%
SYFI
N/A
10Y(CAGR)
EZM
+11.10%
SYFI
N/A
Max(CAGR)
Winner
EZM
+9.62%
SYFI
+7.07%
EZM vs SYFI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EZM | SYFI |
|---|---|---|
| 2026 | +11.90% | +2.07% |
| 2025 | +9.06% | +7.01% |
| 2024 | +10.82% | +4.96% |
| 2023 | +20.20% | N/A |
| 2022 | -12.73% | N/A |
| 2021 | +33.04% | N/A |
| 2020 | +5.41% | N/A |
| 2019 | +23.94% | N/A |
| 2018 | -13.00% | N/A |
| 2017 | +16.60% | N/A |
| 2016 | +21.22% | N/A |
| 2015 | -4.54% | N/A |
| 2014 | +9.77% | N/A |
| 2013 | +36.84% | N/A |
| 2012 | +16.52% | N/A |
| 2011 | +0.01% | N/A |
| 2010 | +24.31% | N/A |
| 2009 | +46.06% | N/A |
| 2008 | -34.76% | N/A |
| 2007 | -6.95% | N/A |
EZM vs SYFI Drawdown Comparison
The maximum drawdown for EZM was -59.57%, occurring on Mar 6, 2009. Recovery took 864 trading sessions.
The maximum drawdown for SYFI was -4.49%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The current EZM drawdown is -0.19%.
| Rank | EZM | SYFI |
|---|---|---|
| #1 | -59.57% Jun 4, 2007 - Nov 4, 2010 | -4.49% Feb 28, 2025 - May 13, 2025 |
| #2 | -47.26% Jan 16, 2020 - Nov 24, 2020 | -1.94% Feb 25, 2026 - Apr 8, 2026 |
| #3 | -25.67% Jul 7, 2011 - Feb 3, 2012 | -1.27% Sep 22, 2025 - Oct 27, 2025 |
| #4 | -23.53% Nov 25, 2024 - Dec 5, 2025 | -1.14% Jul 31, 2024 - Aug 13, 2024 |
| #5 | -23.14% Aug 29, 2018 - Nov 27, 2019 | -1.08% Dec 11, 2024 - Jan 6, 2025 |
| #6 | -22.42% Jan 4, 2022 - Dec 14, 2023 | -0.81% Oct 1, 2024 - Nov 7, 2024 |
| #7 | -21.08% Jun 23, 2015 - Aug 23, 2016 | -0.79% May 20, 2025 - May 30, 2025 |
| #8 | -14.98% Mar 19, 2012 - Sep 14, 2012 | -0.74% Oct 27, 2025 - Nov 25, 2025 |
| #9 | -11.29% Jul 3, 2014 - Nov 24, 2014 | -0.73% May 6, 2026 - May 28, 2026 |
| #10 | -9.53% Jan 26, 2018 - Jul 19, 2018 | -0.63% Jan 28, 2025 - Feb 28, 2025 |
| #11 | -8.78% Jul 31, 2024 - Sep 30, 2024 | -0.53% May 13, 2025 - May 20, 2025 |
| #12 | -8.70% Feb 10, 2026 - Apr 17, 2026 | -0.53% Jan 6, 2025 - Jan 15, 2025 |
| #13 | -8.33% May 7, 2021 - Oct 14, 2021 | -0.53% Nov 19, 2024 - Nov 27, 2024 |
| #14 | -7.83% Apr 29, 2011 - Jul 7, 2011 | -0.49% May 29, 2026 - Jun 12, 2026 |
| #15 | -7.73% Nov 16, 2021 - Jan 4, 2022 | -0.46% Jun 12, 2024 - Jun 18, 2024 |
Correlation
Correlation between EZM and SYFI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2007 - 2026)
EZM vs SYFI dividend yield comparison.
| Year | EZM | SYFI |
|---|---|---|
| 2026 | 0.24% | 2.48% |
| 2025 | 1.39% | 6.20% |
| 2024 | 1.22% | 3.26% |
| 2023 | 1.25% | 0.00% |
| 2022 | 1.57% | 0.00% |
| 2021 | 1.08% | 0.00% |
| 2020 | 1.67% | 0.00% |
| 2019 | 1.34% | 0.00% |
| 2018 | 1.57% | 0.00% |
| 2017 | 1.14% | 0.00% |
| 2016 | 1.55% | 0.00% |
| 2015 | 1.30% | 0.00% |
| 2014 | 1.16% | 0.00% |
| 2013 | 0.99% | 0.00% |
| 2012 | 1.73% | 0.00% |
| 2011 | 0.99% | 0.00% |
| 2010 | 1.40% | 0.00% |
| 2009 | 1.04% | 0.00% |
| 2008 | 2.30% | 0.00% |
| 2007 | 0.93% | 0.00% |
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